Anic Equity¶
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Total return since start: 0.551 %¶
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Equity now: -----------------------------> 47370.54 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45975.56 Kr¶
PnL: ---------------------------------------> -913.01 Kr¶
DD now: ---------------------------------> -2.59 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 13:02:26.448596'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 4.490000 | 3145.000000 | 218.000000 | 7.450000 | 2927.000000 |
| HEBA B | 70 | 0.250000 | 2796.500000 | 160.500000 | 6.090000 | 2636.000010 |
| HMS Networks | 2 | 15.730000 | 800.400000 | 127.400000 | 18.930000 | 673.000000 |
| SAAB B | 8 | 0.850000 | 3436.800000 | 59.800000 | 1.770000 | 3377.000000 |
| Intrum | 4 | 6.790000 | 566.200000 | 39.200000 | 7.440000 | 527.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.360000 | 393.400000 | 38.400000 | 10.820000 | 355.000000 |
| MedCap | 2 | -1.080000 | 456.000000 | 35.000000 | 8.310000 | 421.000000 |
| Corem Property Group B | 59 | -2.390000 | 602.390000 | 25.390000 | 4.400000 | 576.999999 |
| AcadeMedia | 12 | -1.230000 | 578.400000 | 21.400000 | 3.840000 | 557.000004 |
| Boozt | 12 | 0.360000 | 1674.000000 | 20.000000 | 1.210000 | 1653.999996 |
| Resurs Holding | 22 | -1.720000 | 591.580000 | 17.580000 | 3.060000 | 573.999998 |
| Eastnine | 4 | 0.800000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Swedbank A | 3 | -0.600000 | 576.300000 | 12.300000 | 2.180000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| Norva24 Group | 16 | 0.940000 | 551.360000 | 8.360000 | 1.540000 | 543.000000 |
| OEM International B | 7 | -0.260000 | 536.200000 | 8.200000 | 1.550000 | 527.999997 |
| Securitas B | 6 | -0.150000 | 577.920000 | 7.920000 | 1.390000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.070000 | 535.600000 | 3.600000 | 0.680000 | 532.000000 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 247.920000 | 1.920000 | 0.780000 | 246.000000 |
| Nordea Bank Abp | 29 | -0.480000 | 3452.160000 | -1.840000 | -0.050000 | 3453.999992 |
| CTEK | 13 | -0.520000 | 526.370000 | -7.630000 | -1.430000 | 533.999999 |
| Handelsbanken A | 5 | -0.420000 | 537.500000 | -8.500000 | -1.560000 | 546.000000 |
| Midsona B | 63 | 0.450000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Essity B | 2 | -2.860000 | 543.200000 | -30.800000 | -5.370000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.900000 | 547.500000 | -47.070000 | -7.920000 | 594.565215 |
| Essity A | 4 | -2.500000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Vivesto | 1368 | 2.150000 | 545.010000 | -67.990000 | -11.090000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.010000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Beijer Electronics Group | 26 | -9.440000 | 2844.400000 | -126.600000 | -4.260000 | 2971.000006 |
| Fasadgruppen Group | 35 | 0.770000 | 3661.000000 | -150.000000 | -3.940000 | 3810.999990 |
| OX2 | 18 | 0.580000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Axfood | 13 | -2.580000 | 3484.000000 | -272.000000 | -7.240000 | 3756.000001 |
| Ovzon | 52 | -1.130000 | 2730.000000 | -632.000000 | -18.800000 | 3361.999992 |
| TOTAL | 45975.560000 | -913.010000 | -2.58966% | 46888.564618 |
Updated:¶
'2023-01-26 13:02:39.303319'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
